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Wealth Management Life Cycle Software

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Product Category :    Software

Supplier                :    Polaris Software Lab Ltd.

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Product Profile of Wealth Management Life Cycle Software

Polaris Software Lab. Ltd offers Wealth Management Life Cycle Software. Polaris Software Lab. Ltd supplies sophisticated banking and insurance software company. Wealth Management Life Cycle Software is an integrated front, middle and back-office solution. Wealth Management Life Cycle Software comprises of prospect management, client profiling, financial planning, asset allocation and product selection. The software is also comprises of contact management, trade life cycle management for various asset classes including, mutual funds, hedge funds and other collective investment schemes, equity, bonds, derivatives, structured products, insurance, alternative investments, portfolio monitoring, goal tracking and analytics and reporting and communication.

The technical specifications of Wealth Management Life Cycle Software are as follows:

  • 24 x 7 availability
  • Built on J2EE
  • Scalable and reliable
  • Multi-channel delivery supported
  • Single sign-on
  • Ease of integration with external systems
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